# Mountain Capital Investment Advisors: portfolio, investments and team

> Mountain Capital Investment Advisors is a wealth manager based in Taiwan. Portfolio, stages, co-investors and team.

Source: https://millionrounds.com/fund/mountain-capital-investment-advisors (Millionrounds; every figure on the page links to its filing or article)

Taiwan · [Investor](https://millionrounds.com/investors)

# Mountain Capital Investment Advisors

No observed cheques in the sources we track. That is a limit of our coverage, not a finding about this organisation.

Unknown New fund $497M, Apr 2023 Wealth manager

Advice Asset Management

Cheques on record

**No rounds observed yet** A limit of the sources we read, not a finding about the firm.

Pitch Mountain Capital Investment Advisors

## What they do

> Filed 1 private fund offering with the SEC, the most recent in 2022-03 From their own website

- **Type:** Wealth manager (from a list, unverified)
- **Cheque size:** Not stated
- **Sectors:** Advice Asset Management
- **Based in:** Taiwan
- **Cold pitches:** Not stated

## The record

No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. [Know a round it was in? Tell us](https://millionrounds.com/corrections?slug=mountain-capital-investment-advisors).

## The team

Named by the firm itself, on a filing, its Form ADV or its company registration **10 named**

BP **Brandt Phillip Burns** Manager i Form ADV

BJ **Brian Jay Quint** Chief Compliance Officer i Form ADV

JW **John Wehrle** Executive Officer of General Partner i Filing they signed

JS **Jordan Stuart Tarry** Financial Advisor i Form ADV

KG **Kara Goodloe** Executive Officer, Promoter i Filing they signed

KG **Kara Goodloe Harling** Executive Officer, Promoter i Filing they signed

ML **Michelle Lee Burns** Secretary i Form ADV

NI **Narvel Isaia Casas** President i Form ADV

RW **Raymond Wong** Executive Officer, Promoter i Filing they signed

SO **Samuel Oh** Executive Officer of General Partner of Issuer; Managing Member of General Partner of General Partner of Issuer; Managing Member of Investment Advisor to Issuer i Filing they signed

We also hold **19** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

## What the register says

From the firm's own filings with the SEC, which it must file accurately by law

**$929M** assets it manages Oct 2026

**Registered** investment adviser full reporting to the SEC

- **Legal name:** Mountain Capital Investment Advisors INC
- **SEC number:** CRD 156660

New fund on file

**$497M**

raised in Apr 2023

From its SEC filing, not a journalist: a firm that has just raised has money to deploy.

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## Quick answers about Mountain Capital Investment Advisors

### What does Mountain Capital Investment Advisors invest in?

Mountain Capital Investment Advisors says it invests in Advice and Asset Management.

### Is Mountain Capital Investment Advisors investing now?

No investments in the last 12 months.

### What kind of investor is Mountain Capital Investment Advisors?

Mountain Capital Investment Advisors is a wealth manager based in Taiwan.

### How much does Mountain Capital Investment Advisors manage?

About $929M, as regulatory assets under management (Oct 2026).

### Has Mountain Capital Investment Advisors raised a new fund?

Its latest fund filing with the SEC was in Apr 2023, reporting $497M raised.

### When was Mountain Capital Investment Advisors founded?

Mountain Capital Investment Advisors was founded in 2011.

### Where does this information on Mountain Capital Investment Advisors come from?

From public registers and its own website, checked and rebuilt every night.

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Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=mountain-capital-investment-advisors) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=mountain-capital-investment-advisors)